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James E. Branch, III, CFP®, ChFC, CLU

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As Director of Financial Services for Gray Equity Management, LLC, Jim Branch works with high net worth individuals on matters of financial planning, estate planning, asset management, as well as providing guidance on employee benefits and executive compensation for privately held businesses.

Clients benefit from Jim’s meticulous planning and balanced, measured approach to wealth management and asset protection. He has a particular knack for explaining complex technical issues in clear and understandable language.

Jim is a Certified Financial Planner™ Professional, Chartered Financial Consultant, and Chartered Life Underwriter. He has served as an instructor in Retirement Planning at Worcester State College and is a frequent speaker on financial planning topics, including incorporating Social Security planning as part of an overall personal financial and retirement plan.

Jim began his career in financial services in 1980. He is a cum laude graduate of Indiana University.